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EXL Service
EXLS

Overview Fund Activity

335 hedge funds and large institutions have $4.98B invested in EXL Service in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 135 increasing their positions, 120 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
38
Increased
135
Reduced
120
Closed
38
Calls
$2.3M
Puts
$2.24M
Net Calls
+$66K
Net Calls Change
+$954K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$44.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$304M
3
SAM
Silvercrest Asset Management
New York
$19.4M
4
BlackRock
BlackRock
New York
$695M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$235M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$66.6M
2
Principal Financial Group
Principal Financial Group
Iowa
$67.9M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$74.3M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$41.8M
5
IECM
Intrinsic Edge Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
276
First Horizon Advisors
Tennessee
$73.5K – – –
SS
277
Sunbelt Securities
Texas
$73.1K +$4.36K +137 +6%
GRP
278
Global Retirement Partners
California
$66.2K -$4.33K -136 -6%
SIC
279
Salem Investment Counselors
North Carolina
$63.6K -$9.41K -296 -13%
EC
280
EntryPoint Capital
New York
$53.1K -$32.3K -1,016 -38%
HT
281
Headlands Technologies
Illinois
$50.7K +$37K +1,162 +269%
AAM
282
Advisors Asset Management
Colorado
$46.5K -$3.88K -122 -8%
Fifth Third Bancorp
283
Fifth Third Bancorp
Ohio
$45.3K +$922 +29 +2%
TWC
284
TD Waterhouse Canada
Ontario, Canada
$43.8K – – –
GI
285
GAMMA Investing
California
$43.4K -$509 -16 -1%
AIM
286
Arcadia Investment Management
Michigan
$42.7K +$8.62K +271 +25%
UB
287
UMB Bank
Missouri
$40.9K +$1.5K +47 +4%
CIBC Private Wealth Group
288
CIBC Private Wealth Group
Georgia
$38.5K +$38.5K +1,229 New
Ohio Public Employees Retirement System (OPERS)
289
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.4K +$1.84K +58 +5%
PA
290
Parallel Advisors
California
$37.3K -$413 -13 -1%
CFGS
291
Concourse Financial Group Securities
Alabama
$36.2K +$4.87K +153 +16%
FCA
292
FinTrust Capital Advisors
South Carolina
$32.2K – – –
QCG
293
Quadrant Capital Group
Ohio
$32.1K -$32 -1 -0.1%
NCTC
294
New Covenant Trust Company
Indiana
$29.7K +$29.7K +935 New
RA
295
Rise Advisors
New York
$22.5K +$22.5K +709 New
VAG
296
VisionPoint Advisory Group
Texas
$20K +$7.95K +250 +66%
PS
297
Principal Securities
Iowa
$19.7K -$15.4K -484 -44%
LFA
298
LGT Financial Advisors
Texas
$12.2K – – –
MA
299
MCF Advisors
Kentucky
$11.2K +$2.32K +73 +26%
SWA
300
SOA Wealth Advisors
New York
$11.1K – – –
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